It seems a bit odd that data center operators aren’t willing to put their money where their mouth is. Data center operators say: expand more quickly. TSMC says: we need long term demand to justify that. And all the data center guys say is: don’t worry that won’t be an issue, trust us. I would think that if they were serious they would commit to cofinancing new foundries or signing long term minimum purchasing agreements.

Semiconductors is extremely cyclical. One of the reasons TSMC survived the previous boost-boom cycles is their caution. If you overexpand, you risk going out of business in the next downturn.

AFAIK only Apple has been commiting to wafers up to 3 years in the future. It would be a crazy bet for NVidia to do the same, as they don't know how big will be the business.

The data center builders are hesitant, too.

https://youtu.be/K86KWa71aOc?t=483

If the long term demand disappears, there may not be anyone left for TSMC to collect from on those MPA. This somewhat undermines their utility as a security.

> I would think that if they were serious they would commit to cofinancing new foundries or signing long term minimum purchasing agreements.

That would ruin TSMC and others' independence.

Nvidia already did buy Intel shares so it is a thing.

Nvidia did discuss with TSMC for more capacity many times. It's not about financing or minimum purchasing agreements. TSMC played along during COVID and got hit.

How do you figure? Demand for electronics skyrocketed when everyone working from home bought new laptops webcams, tablets. There was a fire on a TSMC manufacturing line that caused a shortage early on but capacity recovered, demand stayed strong throughout and there was a massive spike at the end when car manufacturers needed to ramp back up to handle all the paused orders.

As far as I know there was never a demand dip at any point in there.

> there was a massive spike at the end when car manufacturers

Which barely impacts TSMC. Most of their revenue and focus is on the advanced nodes - not the mature 1s.

> As far as I know there was never a demand dip at any point in there.

When did I imply there was a demand dip? I said they built out too much capacity.

What happened during COVID? Could you please explain shortly what they agreed to, and how it bit them?

And what of the natural resources sustaining all of this? This conglomerate of data centers, gpus and other chips will surely have to push manufacturers to the maximum in other industries. I don't think sustainable energy, recycling and carbon credits will be enough to cover for it.

With Chrome being by far the most popular browser, it gaining support is almost a precondition for jxl gaining traction on the web. Few would bother converting their images for Safari (and when it becomes enabled without a flag Firefox). So this is good news even for people who don't use Chromium.

1. There isn't really a credible opposition figure for people to rally around. 2. It's a pretty young country. Most have never lived under the Shah.

The Mid-Atlantic accent has fallen out of favor since at least the latter part of the 50s. The issue with hard to understand dialog is a much more recent phenomenon.

I have a 5.1 surround setup and by default I have to give the center a boost in volume. But still you get the movie where surround (sound effects) is loud and the center (dialog) is low.

I’m not turning off motion smoothing. I don’t like the ghosting it can introduce but I hate the stutter artifacts from fast motion at 24fps with a passion. I get that people who grew up on 24fps movies and 60fps soap operas have a negative association with HFR, but I didn’t and I dread the flickery edges you make me see. (yes, even with frame rate matching)

I think it's fair to say that Safari is no longer late. That comes with 3 caveats.

1. Safari isn't updated independently of the OS, so users who don't update or whose iPhones don't get updates anymore will be forever stuck on old Safari versions.

2. Being timely on new features does little to alleviate the pain that comes from all the old messiness.

3. Different priorities driven by economic incentives of protecting their 30% cut. Fair enough. But shutting out alternative web engines on iOS is definitely a dick move.

I have to support iOS 16. In terms of browser specific bugs that I have to deal with I'd say about 80-90% of what I encounter is Safari specific. Of that another 80% only affects iOS and of that like 2/3 are fixed in more current versions.

This seems analogous to the following. A company asks users to fill out an online survey in exchange for participation in some raffle, except the company never pays out any prize. As with the job application there was never a guaranteed reward, but it's still easy to see the damage. The company induced to you to provide them with an economically valuable asset (filled out survey/application) for which you expected a fair chance at a reward. It seems plausible that you could claim damages at least up to the expected value.

Except a job offer is generally non binding, so they could interview you, offer the job, then withdraw it.

So never being offered a job because it doesn't exist doesn't lose you anything.

>So never being offered a job because it doesn't exist doesn't lose you anything.

Ah well look, if the job posting was just to collect resumes with zero intention to actually hire, you did lose some things:

- actual time spent applying to a job that was never open - emotional damage on focus to try to get this job - loss of free market value of your data (company profited from this data, when you could have profited from it) - damages for acquisition of your personal data under a fraudulent basis (when otherwise, maybe you did not want your data shared)

Spotted the HR worker posting ghost jobs

To stay within the engine analogy. We have engines that are more powerful than horses, but

1. we aren’t good at building cars yet,

2. they break down so often that using horses often still ends up faster,

3. we have dirt tracks and feed stations for horses but have few paved roads and are not producing enough gasoline.

yes and the question is do horses have 20 years or less i.e. 5 years?

It breaks if you amend the top commit instead of adding a new one.